Paul Berkman Email & Phone Number
Senior Vice President @ Iron Birch Advisors®
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Paul Berkman Location
- New York, NY, US
Paul Berkman Work
- Senior Vice President @ (August 2019 - Present)
- Financial Advisor, Senior Vice President at Iron Birch Advisors @ (August 2019 - Present)
- Financial Consultant @ (October 2008 - August 2019)
- Sr Vice President, Convertible Securities Analyst @ (January 2006 - February 2008)
- Hedge Fund Owner and Manager @ Paul Berkman & Company (January 1992 - January 2005)
- Manager of Convertible Hedge trading @ Princeton/Newport Partners (January 1983 - January 1992)
- Convertible Securities analyst @ Oppenheimer & Co. (January 1981 - January 1983)
- Vice President, Senior Analyst @ (January 1979 - January 1981)
- Executive Editor @ Value Line Convertible Survey (January 1972 - January 1979)
Paul Berkman Education
- Columbia College, Columbia University
BA (Economics, Math, Physics)
- Martin Van Buren High School
- PS 109
Paul Berkman Skills
- Estate Planning
- Financial Strategy
- Business Succession
- Team Building
- Insurance Strategies
- Business Succession Strategies
- Insurance
- Retirement Planning
- Investment Services
- Insurance Services
- Business Development
- Finance
- Wealth Preservation
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Risk Management
- Microsoft Excel
- Customer Service
- Wealth Preservation Strategies
- Management
- Tax Efficient Strategies
- Security
- Estate Planning Strategies
Paul Berkman Summary
- Paul Berkman, based in New York, NY, US, is currently a Senior Vice President at Iron Birch Advisors®. Paul Berkman brings experience from previous roles at Ameriprise Financial Services, LLC, AXA Advisors, LLC, J Giordano Securities Group and Paul Berkman & Company. Paul Berkman holds a BA in Economics, Math, Physics @ Columbia College, Columbia University. With a robust skill set that includes Estate Planning, Financial Strategy, Business Succession, Team Building, Insurance Strategies and more. Paul Berkman has 1 mobile phone numbers on RocketReach.
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Top Iron Birch Advisors® Employees
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Peter Kettle
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Ralph Apma
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Kyle Henderson
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Bubly Sethi
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Thomas Gonzalez
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Christopher Regan
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Tyler Dispenziere
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Joseph Leone
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Declan Malcarney
Financial Planning Specialist
New York, NY, US
Matt Hughes
Financial Planning Specialist
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Sean Regan
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Madison Reckson
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